Get More Value From Your 401(k) Plan
Take the first step towards optimizing your company's 401(k) plan by benchmarking your plan today. Our team of financial professionals at Encompass Wealth Advisers can help to identify opportunities and improve your employees' financial future. Contact us now to learn more!
Sheldon Nix | Financial Planner | WMCP®, RICP®
Christopher Bozzuto | Financial Advisor | CFP®
Phone: 916-861-0050 ext 231
CA License 0G53052
CA License 0H40552
Encompass Wealth Advisers is not a division of Mutual of Omaha Insurance Company. Securities offered through Mutual of Omaha Investor Services, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Encompass Wealth Advisers, Inc. and Mutual of Omaha Investor Services are not affiliated. Advisory services offered through Mutual of Omaha Investor Services, Inc., an SEC Registered Investment Advisory Firm. Trading instructions sent via e-mail will not be honored. Please contact my office at (800) 350-4656 or Mutual of Omaha Investor Services, Inc. at (800) 228-2499 for all buy or sell orders. Please note that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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